I sold some in personal name (partly for personal reasons) and...

I sold some in personal name (partly for personal reasons) and still have some in SMSF, however CAJ looks to be a hold to me at best.

I saw an article on the weekend mentioning how SHL is on a forecast PER of 17 for 2015 and CAJ 25. SHL perhaps carries more debt but it certainly has great growth prospects and much more reliability of earnings.

CAJ has defensive earnings but they don't have any IP per say to warrant the PER plus all of the MDI acquisition growth will be close to factored in.

The theory may be that CAJ can acquire and grow but acquisitions mean dilution or debt taken on. The MD looks to be a sharp operator but I don't see it going near 60c for a while. Would need a well priced acquisition to increase scale and profit meaningful to get another leg up, which is possible though.

I will be keeping close tabs on CAJ for sure still.